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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,190 | $86,341-39.6% | $125,195-58.3% | $65,186-19.9% |
| Participation rate | 88.1% | 75.3%+12.8pp | 79.8%+8.3pp | 70.2%+17.9pp |
| Annual return | 17.61% | 27.44%-9.8pp | 43.79%-26.2pp | 29.39%-11.8pp |
| Employer contribution / active EE | $152 | $2,040-92.5% | $3,866-96.1% | $2,177-93.0% |
| Participant deferral / active EE | $5,479 | $3,538+54.8% | $4,937+11.0% | $3,514+55.9% |
| Admin fee / account holder | $2,868 | $609+370.6% | $9,704-70.4% | $847+238.5% |